Products & Services

Mutual Funds

Individual Stocks & Bonds

Exchange-Traded Funds

Variable & Fixed Annuities

Direct & International Securities

Alternative Investments

Real Estate Investment Trusts (REITs)
Structured Notes
Equipment Leasing
Real Estate Limited Partnerships

Treasury Bonds & Notes

Municipal & Corporate Bonds

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Retirement Planning

To Design An Investment Strategy To Help You Towards Your Retirement Goals

Wealth Management

For Comprehensive Estate, Financial & Philanthropic Planning Processes

Financial Planning *

To Help Delineate Financial Plans With Specific Objectives Aimed To Meet Your Needs

Managed Asset Plans

For Professional Fee-Based Portfolio Management Through LPL Financial

Business Planning

Assisting Business Owners With Benefits, Retirement & Establishing An Exit Strategy

Education Planning

Long-Term Planning To Ensure You’re Ready When Your Children Are

Trust Services **

To Help Ensure The Proper Management Of Your Assets Throughout The Different Stages Of Your Life

Estate Planning

For Preservation Of Wealth From Generation To Generation

Tax-Advantaged Investing

To Help Reduce Your Tax Liability & Let More Of Your Money Work For You

Investment Portfolio Analysis

To Keep You Informed Of How Your Investments Are Performing & To Make Adjustments As Needed

Portfolio Review

To Review Your Current Holdings & Help You Make Any Necessary Changes Or Adjustments

Long-Term Care

To Ensure That You & Your Heirs Are Well-Cared For

* Financial Planning offered through LPL Financial, a registered investment advisor
** LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

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ABOUT WESTERN WEALTH